Retirement Planning Timeline Nov 2020

In this video, we will cover:

Am I prepared for my retirement?
How do I prepare for retirement in less than one year?
How do I prepare for retirement in 2-5 years?
Should I take the lump sum or annuity option?
Which investment options should I choose in my Savings Plan?
How do I optimize my rollover by using Net Unrealized Appreciation (NUA)?
How do I maximize my retirement cash flow and minimize tax liability?

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